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Matrimony

Best Matrimonial Software for Matrimony Business

Matrimonial software is a CRM system used to manage the client details, shortlist the suitable matches based on client requirements and send the matches to the client from the Matrimony CRM software. Staff can create tasks and followups with the client. The task becomes visible to them when its due and the staff can take suitable action. Match making software purchase or Matrimony software purchase makes the life easy for marriage bureau, marriage agency or matrimonial management software company who provide personalised Indian matrimonial services.

Matrimony websites offer services to people around the world, where they can find their perfect significant other. With the help of such a website, they can look for their dream life spouse on important parameters like age, location, education, profession, religion, income, height complexion, Caste, Sub-caste etc. We, at India Internets, provide the best matrimonial software for the clients with which they can have a fully functional and a successful online matrimonial business. We do also provide best solution for How to design a matrimonial website? answer is Matrimonial software development cost in India at very affordable rates. We are a leading matrimonial portal development company which helps matrimony agencies to enhance their business up to the mark with our readymade matrimony website with demo at very reasonable cost in India.

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Features of Matrimonial CRM

Dashboard

Notification Icon to view today's Meeting, Task and Leads.

  • Global client search
  • Staff defined theme and preferences
  • Analytics/ Client data on the basis of:
    • Total number of Profile
    • Total number of Paid Profile
    • Total Leads
    • Total Client Meeting
  • Client’s birthday & anniversary
    • View client data, tasks and its follow-up based on below criteria:
    • Pending Task
    • Today's Task
    • Tomorrow's Task
    • Upcoming Task

Manage Clients

  • Add/update client data in separate sections as Personal Details, Educational and Occupation Details, Family Details, Contact Details, Photos and Bio Data, Registration details and Payment details with more than 100 fields to be captured.
  • Create client profile in 10 to 15 minutes
  • Segregate clients as General, Important, and Confidential
  • Search and share approved profiles to client through Email and Whatsapp in PDF
  • Shortlist profiles for client for approval by admin
  • Manage task & followup created for each client
  • 360 degree view of profile. All actions performed on client such as profile sent, profile received, meetings and notes, interaction notes etc.
  • List clients whose membership has expired
  • List clients not followed up in last 14 days
  • Create meeting/tasks in reference to profiles
  • Manage clients response/feedback on the profiles shared with the client
  • Manage client interactions

Search Clients & Advanced Search:

Clients can search the profiles based on various criteria such as:

  • Gender, Age, Height, Personality, Complexion
  • Religion, Caste, Sub-caste, Gotra, Astrology
  • Qualification, Occupation, Premium College
  • Eating habits, Drinking habits
  • Budget, House type, Annual income, Family income
  • Marital Status, NRI Status, Settle abroad
  • More than 40+ search filters to search for profiles
  • Last searched profile filters are saved for each client

Manage Shortlists

  • List profiles shortlisted by staff
  • Admin can add/view/approve/reject shortlisted profiles by staff
  • List approved profiles
  • List rejected profiles

Manage Leads

  • Manage leads from various sources by entering the Reference of the leads
  • Manage lead follow-up
  • Search/Filter leads based on Name, Location, Assignee, Status and other search criteria
  • Aesthetic UI that is more readable and understandable to the user

Manage Tasks

  • Manage tasks and their follow-ups for each client
  • Task categories such as:
    • Short listing
    • Client meeting
    • Family meeting
    • Follow-up
    • Feedback
  • Create tasks on the basis of categories
  • Assign task to any other team member
  • Add/View followup date time for task
  • Search/Filter tasks based on Task Title, Client Name, Task Category, Assignee, Status and Other Criteria

Manage Reports

Staff Report

  • Admin should be able to view the Work Done / Action Performed by all the Staff
  • Staff reports will be generated based on below criteria:
    • No of Profiles Viewed
    • No of Profiles Sent
    • No of Meetings Scheduled
    • No of Profiles Handled
    • No of Profile Created
    • Total Payment Collected
    • Staff report can be filtered on the basis of Time Duration

Client Payment report:

  • The User will be able to view payment reports for each client.
  • The Payment reports are generated on the basis of:-
    • Expected Amount
    • Received Payment
    • Payment Due
    • Payment reports can be search/filter on the basis of Client Name, Email, Phone and Date Filter
  • Filter
    • View/Add Payment of each Client

Staff Activity Log

Users can view Activity log on the basis of

  • Staff name
  • Module Name, Sub-module
  • Client Name
  • Description
  • Date and Time

Manage Settings

  • Various details related to the client profile can be added and managed in the system.
  • Setting’s criterias are as follows:-
    • Profile sourced from
    • Religion
    • Caste
    • Qualification
    • Reference (for leads)
    • Country
    • Occupation type and many more
    • Income
    • Whatsapp Login
    • Many others

Manage Staff

Staff:

  • User will be able to add/edit/delete/deactivate staff members
  • For the security purposes:-
    • To login to a new device, staff need approval from the admin in the system. On next login from the same device, User can login without approval for a set no. of days.
    • Admin can view staff last login request and approve the login after reviewing below details such as:-

      IP, Date Time, Location, Device

    • User can view Last Login activity details such as:-

      IP, Date Time, Location, Device

  • Search staff by name, type and status
  • View Login History of staffs
  • View profiles handled by the staff
  • View Deleted Users
  • View Login History of staffs
  • View Permissions of Staffs
  • Role management with Permission levels

Extra Features:

Client Feedback *

  • When staff shares any profile to client then client will be have option to give feedback for that profile in Whatsapp or Desktop view
  • Feedback received by client will be displayed under "Client Response"
  • In the Client Response staff can view/add response and resend profile.
  • Client response to acceptance / rejection for the profile is clearly highlighted.
  • Client response is displayed in the profile cards using thumbs symbols
Do you want to discuss your Matrimonial Software project? Connect to us!

Why India Internets?

  • expert More than 20 years of expert
    developers and industry experience

    We have seen the internet change and become what it has today. Our developers are well-versed in all the latest and trending softwares relating to marriage industry.

  • Pay Pay only for
    the work done

    We follow strict and ethical code of conduct. We understand the value of money and only charge for the work done.

  • delivery On time
    delivery-

    Our dedicated team of professionals work rigorously towards delivering you the desired product on time without compromising on the quality of work.

  • assistance 24x7
    assistance

    Our support team is just a call away. We believe in "once our clients-always our clients" philosophy and therefore serve our clients in every possible way that we can.

  • Developers Developers based on the
    requirements of your project

    Based on the needs of the clients' business, we apoint a team to the project.

  • research Consistent research, analysis,
    monitoring, and reporting

    We constantly analyze and see the performance of the execution and accordingly make changes to it from time to time.

Do you want to discuss your Matrimonial Software project? Connect to us!